Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,928,513
+$65,818 QoQ
Shares Held
5,170
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#4,535
of 6,215 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Gallagher Fiduciary Advisors, LLC holds $2,867,942 across 4 Software - Infrastructure names. MSFT ranks #1 (67.2% of the industry book) .
All Filings in MSFT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,928,513 | 5,170 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,862,695 | 5,032 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,310,252 | 4,777 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,416,754 | 4,666 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,940,687 | 5,912 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,315,405 | 6,168 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,341,652 | 7,928 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,462,606 | 5,723 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,843,942 | 6,363 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,650,115 | 6,299 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,316,406 | 6,160 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,622,639 | 5,139 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,279,574 | 6,694 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,939,970 | 6,729 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||